Essential Responsibilities:
  • Report on trends in all asset classes and provide relative value recommendations
  • Establish credit procedures for the review of current and prospective investments
  • Identify valuable investment opportunities that benefit the organization and client portfolios
  • Monitor pricing and credit spreads as well as sector trends to determine impact on client portfolio assets.
  • Perform in-depth financial statement analysis of both private sector and public sector entities, knowledge of GAAP, FASB and GASB required
  • Monitor overall credit quality of issuers held in SMA disciplines to ensure compliance with applicable guidelines and objectives
  • Respond to credit requests from Sales
  • Assist with weekly credit updates for the firm
  • Assist Accounting/Finance with internal Risk Review for inventory positions on a monthly basis
  • Evaluate alternative investments such as securities linked to commodities/real estate as well as distressed situations
  • Report to credit committee on a quarterly basis the status of portfolio securities with recommendations for sale and purchase candidates
  • Acts as mentor for staff and makes recommendations for additional training and development opportunities.
  • Perform other job-related duties as assigned
Education and/or Experience:
  • 5-7 years of relevant municipal and corporate credit research
  • Bachelor’s degree or equivalent experience required / Master’s degree preferred
  • Series 7, 66, 86/87, and CFA Charter preferred​
  • Rating Agency experience preferred
  • High level of communication skills, both written and orally, to convey research results to senior management in both formal and informal presentations
  • Expert level knowledge of credit underwriting process for high yield and distressed assets preferred

Source: for more information click h0ere.